Wealth Preservers LLC

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Welcome to Wealth Preservers LLC Web site. Our company believes that good financial decisions don't have to be confusing. We created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.

As financial professionals, we can

Help you clarify and define your goals
Recommend strategies that fit your needs
Deliver timely information
Explain how changing financial conditions affect you
Periodically review your financial progress
Seek to make investment planning easier

Feel free to browse our site. You'll find a variety of articles, calculators, and research reports that we hope will answer your questions or stimulate your interest. You can even request a quote for an insurance or investment product.
If you have any questions, please call us at 888-269-9697 or e-mail us at ralph.short@axa-advisors.com or richard.aldridge@axa-advisors.com. We will be happy to help. We look forward to talking with you.

Are Higher Taxes Ahead?
Evidence is mounting that high-income taxpayers will face higher taxes in the near future. Sweeping tax reforms enacted in 2001 and 2003 are set to expire at the end of 2010, which means many Americans could face higher taxes starting in 2011.
HOT TOPIC: Consider the Risks of Relying on Social Security
For the second time in as many years, Social Security beneficiaries will not receive an anticipated cost-of-living adjustment. Although the decision to freeze benefits in 2011 is not directly related to the social insurance programs fragile financial situation, it might be a good idea to expect more surprises from Social Security.
Leaving Your Job? Put an IRA to Work
The way in which you handle your retirement plan assets when leaving a company is an important decision that could affect your retirement savings considerably.
Get the Facts on Variable Annuities
Annuities have been around longer than the United States, but it wasn't until the Great Depression that they started to become popular. In the 1930s, Americans who were concerned about the health of the financial markets turned to products offered by insurance companies because they were seen as more stable.
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A balance sheet summarizes your assets and liabilities and reveals your net worth.

Use this calculator to estimate the cost of your childs education, based on the variables you input.

What's the interest rate on the lease you're considering?

Compare the potential future value of tax-deferred investments to that of taxable investments.
More Calculators →

AXA Equitable Account & Policy

Toll Free: 888-269-9697
ralph.short @axa-advisors.com
richard.aldridge @axa-advisors.com
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